EWM
Evermay Wealth Management’s Alcon ALC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-41
| Closed | -$4.1K | – | 575 |
|
|
2024
Q3 | $4.1K | Hold |
41
| – | – | ﹤0.01% | 514 |
|
|
2024
Q2 | $3.65K | Hold |
41
| – | – | ﹤0.01% | 515 |
|
|
2024
Q1 | $3.42K | Buy |
41
+20
| +95% | +$1.67K | ﹤0.01% | 515 |
|
|
2023
Q4 | $1.64K | Hold |
21
| – | – | ﹤0.01% | 527 |
|
|
2023
Q3 | $1.62K | Hold |
21
| – | – | ﹤0.01% | 507 |
|
|
2023
Q2 | $1.73K | Buy |
+21
| New | +$1.73K | ﹤0.01% | 494 |
|
|
2022
Q3 | – | Sell |
-40
| Closed | -$3K | – | 511 |
|
|
2022
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 454 |
|
|
2022
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 470 |
|
|
2021
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 463 |
|
|
2021
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 426 |
|
|
2021
Q2 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 465 |
|